CRM Controls


CRM Controls help you set automated actions in BigBusiness to help connect CRM.

Customer Relationship Management (CRM) is usually software as a service to enable always-on features for monitoring web site visits, receiving requests, or tracking email.

To coordinate with BigBusiness, you want Contacts from CRM available to help create a Quote or Order for a web visitor and have them identified in both systems.








Related:

  Chapter 111 Company Upgrade

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